Money Desk Operations Expert

Insurance Administrative Solutions, L.l.c.; Des Moines, Northern (IA, KY); Hybrid; USD 60,000 - 85,000; Full time

Job summary

Integrity is seeking a Money Desk Specialist in Des Moines to support money movement requests and operate essential financial processes for advisors and clients.

You will handle distributions, wires, ACHs, account transfers, and cost basis inquiries, while maintaining clear communication and timely execution.

The role requires a bachelor's degree, FINRA Series 7 within six months, and a track record in client service and operations within financial services.

Qualifications

• Experience with broker-dealer/financial services operations preferred.
• Bachelor's degree required or equivalent experience.
• FINRA Series 7 within six months; Series 65/66 preferred.

Responsibilities

• Process distributions, wire transfers, ACH setups, and trade orders accurately.
• Answer questions on paperwork, policies, and procedures for advisors and clients.
• Coordinate with custodians and internal teams to resolve issues promptly.

Skills

MS Office Suite

Written and verbal communication

Organizational skills

Analytical / problem-solving

Cross-functional collaboration

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Integrity is seeking a Money Desk Specialist in Des Moines to support money movement requests and operate essential financial processes for advisors and clients.

You will handle distributions, wires, ACHs, account transfers, and cost basis inquiries, while maintaining clear communication and timely execution.

The role requires a bachelor's degree, FINRA Series 7 within six months, and a track record in client service and operations within financial services.